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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| James R Martin Consulting Inc DBA JRM Capital Management
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| CRD # | 109542 |
| SEC # | 801-58066 |
| CIK # | |
| AUM | $443.6 M (2025-03-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 360-567-1822 |
| Address | 1111 Main St Suite 612 Vancouver, WA 98660 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 69.3 |
| (b) Individuals (high net worth individuals) | 78 | 298.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 48.8 |
| (h) Charitable organizations | 5 | 17.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 9.3 |
| (n) Other | 0 | 0.0 |
| Total | 659 | 443.6 |
| By Discretionary | ||
| Discretionary | 659 | 443.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 659 | 443.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 443.6 | |
| Total | 659 | 443.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bluesphere Advisors LLC
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|
PA | 0.4 |
|
BCGM Wealth Management LLC
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|
IN | 0.4 |
|
Colton Groome Financial Advisors LLC
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NC | 0.4 |
|
Weinberger Asset Management Inc
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CA | 0.4 |
|
NorthStar Financial Companies Inc
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PA | 0.4 |
|
Humankind Investments LLC
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|
NY | 0.4 |
|
Rench Wealth Management Inc
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|
TX | 0.4 |
|
Avaii Wealth Management LLC
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WI | 0.4 |
|
Prosperity Wealth Management Inc
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|
CA | 0.4 |
|
Trinity Financial Partners II LLC
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|
PA | 0.4 |